Financial Planner

Job Description

As a Financial Planner with us, you'll be an integral part of our team, aiding clients in making important financial decisions. You’ll assess client needs, create customized financial plans, and monitor their progress to achieve their financial goals.

Responsibilities

• Guide clients through their investment choices, ensuring diversification and risk assessments are undertaken.
• Offer tailored products to fit clients' profiles and financial aspirations.
• Coordinate with banking, legal, and tax professionals to deliver comprehensive advice.
• Provide education and resources to clients on market changes and investment strategies.

Requirements

Education

• Bachelor's degree in Finance, Business Administration, or related field
• Higher qualifications such as a Master's degree are a plus

Experience

• Minimum of 5 years in a client-facing financial role

Technical Skills

• Financial Markets
• Portfolio Management

Soft Skills

• Negotiation
• Interpersonal skills

Certifications

• Certified Financial Planner (CFP)
• Registered Financial Advisor (RFA)

Languages

• English: Fluent
• Zulu: Basic

Advantageous

• Knowledge of global markets: Awareness of international financial climate and its impact on local investments.
• Networking experience: Established network with industry professionals in finance.

Benefits

• Comprehensive health insurance options
• Contributions to retirement plans
• Flexible working schedules
• Annual performance reviews

Company Culture

• Continuous Improvement: We are committed to professional growth and ongoing learning for all employees.
• Diversity and Inclusion: We celebrate diversity within our workforce and promote an inclusive workplace.